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Is Market Volatility Incoming? | August Round up

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Manage episode 498872613 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Submit your questions! Email: [email protected] Are tariffs coming back—and is the market ready? The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these developments mean for inflation, volatility, and long-term investing strategy. In this episode, we discuss: • Why the expiration of tariff extensions could shake global markets • How much of the trade disruption is already priced in • Inflation: transitory spike or structural trend? • The limits of macro forecasting for long-term investors • When trend following works—and why it’s different from economic prediction • What increased access to private equity could mean for everyday investors • Volatility exposure: smart hedge or expensive distraction? Follow the Team on X: Wes Gray, PhD: https://x.com/alphaarchitect Jack Vogel, PhD: https://x.com/jvogs02 Ryan Kirlin: https://x.com/RyanPKirlin Jose Ordoñez Jr: https://x.com/JOrdonezJr Subscribe for more insights on diversification, market trends, and smart investing strategies! Music License: VFX3P5IRW5LIFQAA For more educational resources, visit: https://www.alphaarchitect.com Disclosures: https://www.alphaarchitect.com/disclosures
  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 498872613 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Submit your questions! Email: [email protected] Are tariffs coming back—and is the market ready? The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these developments mean for inflation, volatility, and long-term investing strategy. In this episode, we discuss: • Why the expiration of tariff extensions could shake global markets • How much of the trade disruption is already priced in • Inflation: transitory spike or structural trend? • The limits of macro forecasting for long-term investors • When trend following works—and why it’s different from economic prediction • What increased access to private equity could mean for everyday investors • Volatility exposure: smart hedge or expensive distraction? Follow the Team on X: Wes Gray, PhD: https://x.com/alphaarchitect Jack Vogel, PhD: https://x.com/jvogs02 Ryan Kirlin: https://x.com/RyanPKirlin Jose Ordoñez Jr: https://x.com/JOrdonezJr Subscribe for more insights on diversification, market trends, and smart investing strategies! Music License: VFX3P5IRW5LIFQAA For more educational resources, visit: https://www.alphaarchitect.com Disclosures: https://www.alphaarchitect.com/disclosures
  continue reading

67 episodes

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